Jodi Picetti

Manager of Client Services

Jodi joined our team in April 2017 and to her, The Joseph Group value that means the most is ‘excellence’ – “It is important to me that I am my most excellent self with my teammates and with our clients. And it is important to me that the work I do reflects our Excellence in service.” She strives for excellence by working closely with the advisors to serve clients’ needs for on-boarding, opening new accounts and maintaining existing accounts. She is also responsible for helping to evaluate and refine internal processes for a wide range of client service topics. Jodi attended Ohio Wesleyan University and The Ohio State University before starting a rewarding position as a job coach working with people with disabilities. She went on to begin her career in the financial industry working 17 years in several different positions for Chase Bank. Jodi and her husband R.J. have their hands full with their three children: a daughter, who started kindergarten this year, and their younger set of twins.